# Cloudify Documentation

## Docs

- [Adding a Company](https://docs.cloudify.biz/hubspot/company-vat/configuration/adding-company.md): Search official VAT data from inside HubSpot and add the selected company information to an existing HubSpot company record.
- [Bulk Update](https://docs.cloudify.biz/hubspot/company-vat/configuration/bulk-update.md): Update multiple HubSpot companies at once with the latest official VAT data.
- [Getting Started](https://docs.cloudify.biz/hubspot/company-vat/configuration/getting-started.md): Open the Company VAT app settings after installation and access the main configuration areas.
- [Setting Up the Mapping Window](https://docs.cloudify.biz/hubspot/company-vat/configuration/setting-up-the-mapping-window.md): Configure country-specific VAT field mappings and create any missing HubSpot properties.
- [Best Practices and Support](https://docs.cloudify.biz/hubspot/company-vat/get-the-most/best-practices.md): Follow recommended setup practices, troubleshoot common issues, and find support options for Company VAT Lookup.
- [FAQs - Frequently Asked Questions](https://docs.cloudify.biz/hubspot/company-vat/get-the-most/faqs.md): Common questions about using the Company VAT Lookup app in HubSpot.
- [Overview](https://docs.cloudify.biz/hubspot/company-vat/getting-started/overview.md): Learn what the HubSpot Company VAT app does and how it helps keep company data accurate with official VAT lookup sources.
- [Connect Company VAT Lookup Account](https://docs.cloudify.biz/hubspot/company-vat/installation/connect-vat-account.md): Install the Company VAT Lookup app in HubSpot and connect it to the correct HubSpot account.
- [Mapping Window](https://docs.cloudify.biz/hubspot/company-vat/installation/mapping-window.md): Set up country-specific VAT field mappings between Company VAT Lookup and HubSpot.
- [Choose Your Subscription Plans](https://docs.cloudify.biz/hubspot/company-vat/installation/subscription-plans.md): Select the Company VAT Lookup plan that matches your business requirements.
- [Choose Your Subscription Plans](https://docs.cloudify.biz/hubspot/danish-cvr/configuration/choose-your-subscription-plans.md): Select the Danish CVR Lookup plan that matches your usage needs.
- [Connect Danish CVR Account](https://docs.cloudify.biz/hubspot/danish-cvr/configuration/connect-cvr-account.md): Install the Danish CVR Lookup app from the HubSpot Marketplace and connect it to your HubSpot account.
- [Mapping Window](https://docs.cloudify.biz/hubspot/danish-cvr/configuration/mapping-window.md): Map Danish CVR company and contact fields to HubSpot properties.
- [FAQs](https://docs.cloudify.biz/hubspot/danish-cvr/get-the-most/faqs.md): Common questions about using Danish CVR Lookup inside HubSpot.
- [Overview](https://docs.cloudify.biz/hubspot/danish-cvr/getting-started/overview.md): Learn what the Danish CVR Lookup app does and how it helps enrich HubSpot company data with official Danish business information.
- [Prerequistes](https://docs.cloudify.biz/hubspot/danish-cvr/getting-started/prerequisites.md): Check the required access and account setup before configuring the Danish CVR Lookup app in HubSpot.
- [Bulk Update](https://docs.cloudify.biz/hubspot/danish-cvr/installation/bulk-update.md): Update multiple HubSpot companies at once with the latest official Danish CVR data.
- [Find Leads](https://docs.cloudify.biz/hubspot/danish-cvr/installation/find-leads.md): Filter Danish companies by location, employees, industry, and status, then add matching companies to HubSpot.
- [Getting Started](https://docs.cloudify.biz/hubspot/danish-cvr/installation/getting-started.md): Open the Danish CVR app settings after installation and access the main configuration areas.
- [Search Company](https://docs.cloudify.biz/hubspot/danish-cvr/installation/search-company.md): Search Danish companies by name or CVR number and add them to HubSpot.
- [Update Companies via HubSpot CRM Card](https://docs.cloudify.biz/hubspot/danish-cvr/installation/update-companies.md): Use the Danish CVR CRM card inside HubSpot company records to update CVR data and enrich company information.
- [Customer Settings](https://docs.cloudify.biz/hubspot/e-conomic/configuration/customer-settings.md)
- [Getting Started](https://docs.cloudify.biz/hubspot/e-conomic/configuration/getting-started.md)
- [Invoice/Order Settings](https://docs.cloudify.biz/hubspot/e-conomic/configuration/invoice-order-quote-settings.md): Configure how invoices and orders are automatically created in e-conomic based on your HubSpot pipeline stages, and map the right fields for accurate invoicing.
- [One-click Invoices/Orders/Quotes](https://docs.cloudify.biz/hubspot/e-conomic/configuration/one-click-invoice-order-quote.md): Access the manual sync window directly within HubSpot through UI Extensions to create and sync invoices, orders, or quotes to e-conomic.
- [Product Settings](https://docs.cloudify.biz/hubspot/e-conomic/configuration/product-settings.md)
- [Cloudify Dashboard](https://docs.cloudify.biz/hubspot/e-conomic/get-the-most-out-of-the-app/cloudify-dashboard.md): The Cloudify Dashboard brings you complete visibility and control over your HubSpot–e-conomic integration all in one place.
- [Explore App Features](https://docs.cloudify.biz/hubspot/e-conomic/get-the-most-out-of-the-app/explore-app-features.md)
- [FAQs - Frequently Asked Questions](https://docs.cloudify.biz/hubspot/e-conomic/get-the-most-out-of-the-app/faqs-frequently-asked-questions.md)
- [Choose Your Subscription Plans](https://docs.cloudify.biz/hubspot/e-conomic/getting-started/choose-your-subscription-plans.md)
- [Overview](https://docs.cloudify.biz/hubspot/e-conomic/getting-started/overview.md)
- [Prerequistes](https://docs.cloudify.biz/hubspot/e-conomic/getting-started/prerequistes.md)
- [Connect Visma E Conomic](https://docs.cloudify.biz/hubspot/e-conomic/installation/connect-visma-e-conomic.md)
- [Set Up Customer Matching](https://docs.cloudify.biz/hubspot/e-conomic/installation/customer-matching-set-up-customer-matching.md)
- [One-click Invoice/Quote/Order  ](https://docs.cloudify.biz/hubspot/e-conomic/installation/one-click-invoicequote.md)
- [Set Up Product Matching](https://docs.cloudify.biz/hubspot/e-conomic/installation/product-matching.md)
- [Set Up Invoice/Order/Quote Creation Rules](https://docs.cloudify.biz/hubspot/e-conomic/installation/set-up-invoice-order-quote-creation-rules.md)
- [Disconnect From HubSpot](https://docs.cloudify.biz/hubspot/e-conomic/uninstall-and-disconnect/disconnect-from-hubspot.md)
- [How to Uninstall](https://docs.cloudify.biz/hubspot/e-conomic/uninstall-and-disconnect/how-to-uninstall.md): Uninstall the e-conomic integration app from your HubSpot account.
- [Data Mapping](https://docs.cloudify.biz/hubspot/flowlink/configuration/data-mapping.md)
- [Getting Started with FlowLink Actions](https://docs.cloudify.biz/hubspot/flowlink/configuration/getting-started.md)
- [Performance Optimization](https://docs.cloudify.biz/hubspot/flowlink/configuration/performance-optimisation.md): Configure rate limiting, retry logic, and error handling in FlowLink to improve reliability and performance.
- [Best Practices and Support](https://docs.cloudify.biz/hubspot/flowlink/get-the-most/best-practices-and-support.md): Follow recommended setup practices, troubleshoot common issues, and find FlowLink support options.
- [Common Questions & Answers](https://docs.cloudify.biz/hubspot/flowlink/get-the-most/common-questions-and-answers.md): Common FlowLink questions, including how to add a webhook action in HubSpot workflows.
- [How to Uninstall](https://docs.cloudify.biz/hubspot/flowlink/get-the-most/how-to-uninstall.md)
- [Lead Enrichment](https://docs.cloudify.biz/hubspot/flowlink/get-the-most/lead-enrichment.md): Use FlowLink to enrich new HubSpot leads through a webhook workflow and route them based on the result.
- [Overview](https://docs.cloudify.biz/hubspot/flowlink/getting-started/overview.md): Welcome to the HubSpot FlowLink Integration Setup Guide. This guide will walk you through the process of connecting your HubSpot account with FlowLink, enabling smooth data synchronization and automated workflows between HubSpot and your connected platforms.
- [Installing FlowLink](https://docs.cloudify.biz/hubspot/flowlink/installation/installing-flowlink.md)
- [Customer Settings](https://docs.cloudify.biz/hubspot/fortnox/configuration/customer-settings.md)
- [Getting Started](https://docs.cloudify.biz/hubspot/fortnox/configuration/getting-started.md)
- [Invoice/Order Settings](https://docs.cloudify.biz/hubspot/fortnox/configuration/invoice-order-settings.md)
- [Product Settings](https://docs.cloudify.biz/hubspot/fortnox/configuration/product-settings.md)
- [Explore App Features](https://docs.cloudify.biz/hubspot/fortnox/get-the-most-out-of-the-app/explore-app-features.md): Discover the new features designed to automate billing and streamline your HubSpot to Fortnox integration.
- [FAQs - Frequently Asked Questions](https://docs.cloudify.biz/hubspot/fortnox/get-the-most-out-of-the-app/faqs-frequently-asked-questions.md)
- [Overview](https://docs.cloudify.biz/hubspot/fortnox/getting-started/overview.md): Welcome to the HubSpot-Fortnox Integration Setup Guide. This comprehensive resource will guide you through the process of connecting your HubSpot and Fortnox accounts, enabling seamless data synchronization and workflow automation between these powerful platforms.
- [Prerequisites](https://docs.cloudify.biz/hubspot/fortnox/getting-started/prerequisites.md)
- [Choose Your Subscription Plans](https://docs.cloudify.biz/hubspot/fortnox/installation/choose-your-subscription-plans.md)
- [Connect Fortnox Account](https://docs.cloudify.biz/hubspot/fortnox/installation/connect-fortnox-account.md)
- [Customer Search Rules](https://docs.cloudify.biz/hubspot/fortnox/installation/customer-search-rules.md)
- [Invoice/Order Sync Rules](https://docs.cloudify.biz/hubspot/fortnox/installation/invoice-order-sync-rules.md)
- [Product Sync Rules](https://docs.cloudify.biz/hubspot/fortnox/installation/product-sync-rules.md)
- [Disconnect from HubSpot](https://docs.cloudify.biz/hubspot/fortnox/uninstall-and-disconnect/disconnect-from-hubspot.md)
- [How to Uninstall](https://docs.cloudify.biz/hubspot/fortnox/uninstall-and-disconnect/how-to-uninstall.md)
- [Customer Settings](https://docs.cloudify.biz/hubspot/msbc/configuration/customer-settings.md)
- [Getting Started](https://docs.cloudify.biz/hubspot/msbc/configuration/getting-started.md)
- [Invoice/Order Settings](https://docs.cloudify.biz/hubspot/msbc/configuration/invoice-order-settings.md)
- [Product Settings](https://docs.cloudify.biz/hubspot/msbc/configuration/product-settings.md)
- [Disconnect from HubSpot](https://docs.cloudify.biz/hubspot/msbc/get-the-most/disconnect-hubspot.md)
- [Explore App Features](https://docs.cloudify.biz/hubspot/msbc/get-the-most/explore-features.md)
- [FAQs - Frequently Asked Questions](https://docs.cloudify.biz/hubspot/msbc/get-the-most/faqs.md)
- [How to Uninstall](https://docs.cloudify.biz/hubspot/msbc/get-the-most/how-to-uninstall.md)
- [Overview](https://docs.cloudify.biz/hubspot/msbc/getting-started/overview.md): Welcome to the HubSpot-Business Central Integration Setup Guide. This guide will walk you through the process of connecting your HubSpot and Microsoft Dynamics 365 Business Central accounts, enabling seamless data synchronization and workflow automation between these powerful platforms.
- [Prerequistes](https://docs.cloudify.biz/hubspot/msbc/getting-started/prerequisites.md): Review the prerequisites required to successfully integrate HubSpot with Microsoft Business Central.
- [Assign Template to a Customer on BC](https://docs.cloudify.biz/hubspot/msbc/installation/assign-template.md)
- [Choose Your Subscription Plan](https://docs.cloudify.biz/hubspot/msbc/installation/choose-subscription-plans.md): Select the subscription plan that fits your integration needs.
- [Connect Business Central](https://docs.cloudify.biz/hubspot/msbc/installation/connect-business-central-account.md): Follow the steps below to install the HubSpot Business Central integration and connect your Microsoft Business Central account.
- [Customer Search Rules](https://docs.cloudify.biz/hubspot/msbc/installation/customer-search-rules.md)
- [Invoice/Order Sync Rules](https://docs.cloudify.biz/hubspot/msbc/installation/invoice-order-sync-rules.md)
- [Product Sync Rules](https://docs.cloudify.biz/hubspot/msbc/installation/product-sync-rules.md)
- [Customer Settings](https://docs.cloudify.biz/hubspot/quickbooks/configuration/customer-settings.md)
- [Getting Started](https://docs.cloudify.biz/hubspot/quickbooks/configuration/getting-started.md)
- [Invoice/Estimate Rules](https://docs.cloudify.biz/hubspot/quickbooks/configuration/invoice-estimate-settings.md)
- [Product Settings](https://docs.cloudify.biz/hubspot/quickbooks/configuration/product-settings.md)
- [Explore App Features](https://docs.cloudify.biz/hubspot/quickbooks/get-the-most-out-of-the-app/explore-app-features.md)
- [Frequently Asked Questions](https://docs.cloudify.biz/hubspot/quickbooks/get-the-most-out-of-the-app/frequently-asked-questions.md)
- [Check Subscription Plans](https://docs.cloudify.biz/hubspot/quickbooks/getting-started/check-subscription-plans.md)
- [Overview](https://docs.cloudify.biz/hubspot/quickbooks/getting-started/overview.md): Welcome to the HubSpot-QuickBooks Online Integration Setup Guide. This comprehensive resource will guide you through the process of connecting your HubSpot and QuickBooks accounts, enabling seamless data synchronization and workflow automation between these powerful platforms.
- [Prerequisites](https://docs.cloudify.biz/hubspot/quickbooks/getting-started/prerequistes.md)
- [Connect QuickBooks Account](https://docs.cloudify.biz/hubspot/quickbooks/installation/connect-quickbooks-account.md)
- [Customer Search Rules](https://docs.cloudify.biz/hubspot/quickbooks/installation/customer-search-rules.md)
- [Invoice/Estimate Rules](https://docs.cloudify.biz/hubspot/quickbooks/installation/invoice-estimate-rules.md)
- [Product Search Rules](https://docs.cloudify.biz/hubspot/quickbooks/installation/product-search-rules.md)
- [Company Sync Settings](https://docs.cloudify.biz/hubspot/tripletex/configuration/company-sync-settings.md): Configure how companies are searched, created, and mapped between HubSpot and Tripletex.
- [Getting Started](https://docs.cloudify.biz/hubspot/tripletex/configuration/getting-started.md): Learn how to open the HubSpot Tripletex sync settings and understand the three main configuration areas.
- [Order/Invoice Sync Settings](https://docs.cloudify.biz/hubspot/tripletex/configuration/order-invoice-sync-settings.md): Configure when orders or invoices are created and map HubSpot fields to Tripletex.
- [Product Sync Settings](https://docs.cloudify.biz/hubspot/tripletex/configuration/product-sync-settings.md): Configure how products are matched, what happens when products are missing, and how product fields are mapped between HubSpot and Tripletex.
- [Explore App Features](https://docs.cloudify.biz/hubspot/tripletex/get-the-most/explore-features.md): Discover the key features designed to automate billing and streamline your HubSpot to Tripletex integration.
- [FAQs - Frequently Asked Questions](https://docs.cloudify.biz/hubspot/tripletex/get-the-most/faqs.md): Answers to common questions about the HubSpot Tripletex integration.
- [Overview](https://docs.cloudify.biz/hubspot/tripletex/getting-started/overview.md): Learn what the HubSpot Tripletex integration does and how it helps automate invoices, sync customers, and surface financial data.
- [Prerequisites](https://docs.cloudify.biz/hubspot/tripletex/getting-started/prerequisites.md)
- [Choose Your Subscription Plans](https://docs.cloudify.biz/hubspot/tripletex/installation/choose-subscription-plans.md): Select a Tripletex subscription plan for the HubSpot Tripletex app.
- [Company Rules](https://docs.cloudify.biz/hubspot/tripletex/installation/company-rules.md): Configure how companies are matched, how customer numbers are handled, and how company fields are mapped between HubSpot and Tripletex.
- [Connect Tripletex Account](https://docs.cloudify.biz/hubspot/tripletex/installation/connect-tripletex.md): Install the HubSpot Tripletex app and connect your Tripletex account using an API token.
- [Order/Invoice Rules](https://docs.cloudify.biz/hubspot/tripletex/installation/order-invoice-rules.md): Configure when orders or invoices are created and map HubSpot fields to Tripletex.
- [Product Rules](https://docs.cloudify.biz/hubspot/tripletex/installation/product-rules.md): Configure how products are matched, what happens when products are missing, and how product fields are mapped between HubSpot and Tripletex.
- [Customer Settings](https://docs.cloudify.biz/hubspot/xero/configuration/customer-settings.md): This section helps you configure how customers and contacts are synced between HubSpot and Xero. You can define matching rules, enable B2C contact syncing, set default values, and customize field mappings to ensure accurate, duplicate-free customer data across both platforms.
- [Financial Data Update](https://docs.cloudify.biz/hubspot/xero/configuration/financial-data-update.md)
- [Getting Started](https://docs.cloudify.biz/hubspot/xero/configuration/getting-started.md): Post Installation settings
- [Invoice/Quote Settings](https://docs.cloudify.biz/hubspot/xero/configuration/invoicequote-settings.md): Customize how invoices or quotes are generated in Xero by linking them to your HubSpot sales flow. You can add a new Pipeline or delete the previous one.
- [One-click Invoices/Quotes](https://docs.cloudify.biz/hubspot/xero/configuration/one-click-invoicesquotes.md): Access the manual sync window directly within HubSpot through UI Extensions to create and sync invoices or quotes to Xero.
- [Product Settings](https://docs.cloudify.biz/hubspot/xero/configuration/product-settings.md): Manage how products are identified and matched between HubSpot and Xero. Here, you will select the method of item search that best suits your needs, ensuring accurate invoice creation.
- [Cloudify Dashboard](https://docs.cloudify.biz/hubspot/xero/get-the-most-out-of-the-app/cloudify-dashboard.md): Cloudify dashboard brings you complete visibility and control over your integration all in one place.
- [Explore App Features](https://docs.cloudify.biz/hubspot/xero/get-the-most-out-of-the-app/explore-app-features.md): Discover the new features designed to automate billing and streamline your HubSpot to Xero integration.
- [FAQs - Frequently Asked Questions](https://docs.cloudify.biz/hubspot/xero/get-the-most-out-of-the-app/frequently-asked-questions.md): Your questions answer
- [Choose Subscription Plans](https://docs.cloudify.biz/hubspot/xero/getting-started/choose-subscription-plans.md): Choose your plan based on your requirements
- [Overview](https://docs.cloudify.biz/hubspot/xero/getting-started/overview.md): Welcome to the official setup guide for the HubSpot-Xero integration. This guide will walk you through the entire process of connecting your HubSpot and Xero accounts, from initial setup to advanced configuration. By the end of this guide, you will have a seamless and automated workflow between your…
- [Prerequisites](https://docs.cloudify.biz/hubspot/xero/getting-started/prerequisites.md): This document outlines the essential prerequisites for successfully integrating HubSpot and Xero. Adhering to these requirements will ensure a smooth integration process, optimal data synchronization, and secure operation.
- [Company/Contact Workflows](https://docs.cloudify.biz/hubspot/xero/hub-spot-workflows/company-contact-workflows.md): Let's start with Contact/Company-Based Workflows. These triggers when something happens with a contact/company in your database.
- [Deal](https://docs.cloudify.biz/hubspot/xero/hub-spot-workflows/deal.md): Deal-Based Workflows are where automation shines for your sales process. Let's set up a workflow for when deals close.
- [How to Uninstall](https://docs.cloudify.biz/hubspot/xero/hub-spot-workflows/how-to-install.md): Follow these steps to uninstall the Xero integration app from your HubSpot account:
- [Invoice](https://docs.cloudify.biz/hubspot/xero/hub-spot-workflows/invoice.md): Invoice-Based Workflows are where automation truly streamlines your finance operations. Let’s set up a workflow for when invoices are paid so your team can stay focused while the system handles the repetitive tasks.
- [Connect Xero Account](https://docs.cloudify.biz/hubspot/xero/installation/connect-xero-account.md): How to Install the App from the HubSpot Marketplace:
- [Invoice/Quote Rules](https://docs.cloudify.biz/hubspot/xero/installation/invoicequote-rules.md): Specify how invoices or quotes are generated in Xero by linking them to your HubSpot sales flow.
- [One-click Invoice/Quote](https://docs.cloudify.biz/hubspot/xero/installation/one-click-invoice.md): Create invoices or quotes directly from any HubSpot deal stage using the Cloudify one-click feature or the manual sync dashboard.
- [Set Up Customer Matching](https://docs.cloudify.biz/hubspot/xero/installation/setup-customer-matching.md): To begin customizing your customer mappings and preferences, click on the “Customize” button.
- [Set Up Product Matching](https://docs.cloudify.biz/hubspot/xero/installation/setup-product-matching.md): Product Search Rules define how products from HubSpot are matched with those in Xero, enabling a simple field-based matching or a direct connection without searching to ensure accurate product syncing and invoicing.
- [Home](https://docs.cloudify.biz/index.md)
- [Adding a Company](https://docs.cloudify.biz/pipedrive/company-vat/configuration/adding-company.md)
- [Bulk Update](https://docs.cloudify.biz/pipedrive/company-vat/configuration/bulk-update.md)
- [Getting Started](https://docs.cloudify.biz/pipedrive/company-vat/configuration/getting-started.md)
- [Setting Up the Mapping Window](https://docs.cloudify.biz/pipedrive/company-vat/configuration/setting-up-the-mapping-window.md)
- [Best Practices and Support](https://docs.cloudify.biz/pipedrive/company-vat/get-the-most/best-practices.md)
- [FAQs - Frequently Asked Questions](https://docs.cloudify.biz/pipedrive/company-vat/get-the-most/faqs.md)
- [Overview](https://docs.cloudify.biz/pipedrive/company-vat/getting-started/overview.md)
- [Prerequisites](https://docs.cloudify.biz/pipedrive/company-vat/getting-started/prerequisites.md)
- [Choose Your Subscription Plans](https://docs.cloudify.biz/pipedrive/company-vat/installation/choose-your-subscription-plans.md)
- [Connect Company Vat Lookup](https://docs.cloudify.biz/pipedrive/company-vat/installation/connect-company-vat-lookup.md)
- [Mapping](https://docs.cloudify.biz/pipedrive/company-vat/installation/mapping-window.md)
- [Bulk Update](https://docs.cloudify.biz/pipedrive/danish-cvr/configuration/bulk-update.md)
- [Find Leads](https://docs.cloudify.biz/pipedrive/danish-cvr/configuration/find-leads.md)
- [Getting Started](https://docs.cloudify.biz/pipedrive/danish-cvr/configuration/getting-started.md)
- [Panel](https://docs.cloudify.biz/pipedrive/danish-cvr/configuration/panel.md)
- [Search Company](https://docs.cloudify.biz/pipedrive/danish-cvr/configuration/search-company.md)
- [FAQs - Frequently Asked Questions](https://docs.cloudify.biz/pipedrive/danish-cvr/get-the-most/faqs.md)
- [Overview](https://docs.cloudify.biz/pipedrive/danish-cvr/getting-started/overview.md)
- [Prerequisites](https://docs.cloudify.biz/pipedrive/danish-cvr/getting-started/prerequisites.md)
- [Choose Your Subscription Plans](https://docs.cloudify.biz/pipedrive/danish-cvr/installation/choose-your-subscription-plans.md)
- [Confirmation Page](https://docs.cloudify.biz/pipedrive/danish-cvr/installation/confirmation-page.md)
- [Connect Danish CVR Account](https://docs.cloudify.biz/pipedrive/danish-cvr/installation/connect-danish-cvr-account.md)
- [Mapping Window](https://docs.cloudify.biz/pipedrive/danish-cvr/installation/mapping-window.md)
- [Invoice/Order Settings](https://docs.cloudify.biz/pipedrive/e-conomic/configuration/Invoice-quote-order-Settings.md): Configure how invoices and orders are automatically created in e-conomic based on your Pipedrive pipeline stages, and map the right fields for accurate invoicing.
- [Customer Settings](https://docs.cloudify.biz/pipedrive/e-conomic/configuration/customer-settings.md): Configure how customer information is matched, created, and updated between Pipedrive and e-conomic to keep data consistent and accurate across both platforms.
- [Getting Started](https://docs.cloudify.biz/pipedrive/e-conomic/configuration/getting-started.md): Now that you've installed the app and connected your accounts, learn how to navigate to the settings page and configure how information flows between Pipedrive and e-conomic.
- [Product Settings](https://docs.cloudify.biz/pipedrive/e-conomic/configuration/product-settings.md): Define how products from Pipedrive are matched with those in e-conomic, enabling field-based matching or direct connection for accurate product syncing and invoicing.
- [Explore App Features ](https://docs.cloudify.biz/pipedrive/e-conomic/get-the-most-out-of-the-app/explore-app-features.md)
- [FAQs - Frequently Asked Questions](https://docs.cloudify.biz/pipedrive/e-conomic/get-the-most-out-of-the-app/frequently-asked-questions.md)
- [Choose Your Subscription Plans](https://docs.cloudify.biz/pipedrive/e-conomic/getting-started/choose-your-subscription-plans.md)
- [Overview](https://docs.cloudify.biz/pipedrive/e-conomic/getting-started/overview.md)
- [Prerequistes](https://docs.cloudify.biz/pipedrive/e-conomic/getting-started/prerequistes.md)
- [Connect Visma e-conomic Account](https://docs.cloudify.biz/pipedrive/e-conomic/installation/connect-visma-e-conomic-account.md): Step-by-step guide to installing the Visma e-conomic sync app in Pipedrive and connecting your e-conomic account.
- [Customer Search Rules](https://docs.cloudify.biz/pipedrive/e-conomic/installation/customer-search-rules.md): Set up Customer Search Rules to seamlessly synchronize customer information between Pipedrive and e-conomic, ensuring data consistency and avoiding duplicate entries.
- [Invoice/Order Sync Rules](https://docs.cloudify.biz/pipedrive/e-conomic/installation/invoice-order-sync-rules.md): Customize how invoices or orders are generated in e-conomic by linking them to your Pipedrive sales flow.
- [Product Sync Rules](https://docs.cloudify.biz/pipedrive/e-conomic/installation/product-sync-rules.md): Define how products from Pipedrive are matched with those in e-conomic, enabling field-based matching or direct connection for accurate product syncing and invoicing.
- [Customer Settings](https://docs.cloudify.biz/pipedrive/fortnox/configuration/customer-settings.md)
- [Getting Started](https://docs.cloudify.biz/pipedrive/fortnox/configuration/getting-started.md)
- [Invoice/Order Settings](https://docs.cloudify.biz/pipedrive/fortnox/configuration/invoice-order-settings.md)
- [Product Settings](https://docs.cloudify.biz/pipedrive/fortnox/configuration/product-settings.md)
- [Explore App Features](https://docs.cloudify.biz/pipedrive/fortnox/get-the-most-out-of-the-app/explore-app-features.md): Discover the new features designed to automate billing and streamline your Pipedrive to Fortnox integration.
- [FAQs - Frequently Asked Questions](https://docs.cloudify.biz/pipedrive/fortnox/get-the-most-out-of-the-app/faqs.md)
- [Overview](https://docs.cloudify.biz/pipedrive/fortnox/getting-started/overview.md): Welcome to the Pipedrive-Fortnox Integration Setup Guide. This comprehensive resource will guide you through the process of connecting your Pipedrive and Fortnox accounts, enabling seamless data synchronization and workflow automation between these powerful platforms.
- [Prerequisites](https://docs.cloudify.biz/pipedrive/fortnox/getting-started/prerequisites.md): This document outlines the essential prerequisites for successfully integrating Pipedrive and Fortnox. Adhering to these requirements will ensure a smooth integration process, optimal data synchronization, and secure operation.
- [Choose Your Subscription Plans](https://docs.cloudify.biz/pipedrive/fortnox/installation/choose-subscription-plans.md)
- [Connect Fortnox Account](https://docs.cloudify.biz/pipedrive/fortnox/installation/connect-fortnox-account.md)
- [Customer Search Rules](https://docs.cloudify.biz/pipedrive/fortnox/installation/customer-search-rules.md)
- [Invoice/Order Sync Rules](https://docs.cloudify.biz/pipedrive/fortnox/installation/invoice-order-sync-rules.md)
- [Product Sync Rules](https://docs.cloudify.biz/pipedrive/fortnox/installation/product-sync-rules.md)
- [Customer Settings](https://docs.cloudify.biz/pipedrive/msbc/configuration/customer-settings.md)
- [Getting Started](https://docs.cloudify.biz/pipedrive/msbc/configuration/getting-started.md)
- [Invoice/Order Settings](https://docs.cloudify.biz/pipedrive/msbc/configuration/invoice-order-settings.md)
- [Product Settings](https://docs.cloudify.biz/pipedrive/msbc/configuration/product-settings.md)
- [Explore App Features](https://docs.cloudify.biz/pipedrive/msbc/get-the-most-out-of-the-app/explore-app-features.md): Discover the new features designed to automate billing and streamline your Pipedrive to Business Central integration.
- [FAQs - Frequently Asked Questions](https://docs.cloudify.biz/pipedrive/msbc/get-the-most-out-of-the-app/faqs-frequently-asked-questions.md)
- [Overview](https://docs.cloudify.biz/pipedrive/msbc/getting-started/overview.md)
- [Prerequisites](https://docs.cloudify.biz/pipedrive/msbc/getting-started/prerequisites.md)
- [Assign Template to a Customer on BC](https://docs.cloudify.biz/pipedrive/msbc/installation/assign-template-to-a-customer-on-bc.md)
- [Choose Your Subscription Plans](https://docs.cloudify.biz/pipedrive/msbc/installation/choose-your-subscription-plans.md)
- [Connect Busine](https://docs.cloudify.biz/pipedrive/msbc/installation/connect-business-central-account.md)
- [Customer Search Rule](https://docs.cloudify.biz/pipedrive/msbc/installation/customer-search-rules.md)
- [Invoice Order](https://docs.cloudify.biz/pipedrive/msbc/installation/invoice-order-sync-rules.md)
- [Product Sync Rules](https://docs.cloudify.biz/pipedrive/msbc/installation/product-sync-rules.md)
- [Customer Settings](https://docs.cloudify.biz/pipedrive/xero/configuration/customer-settings.md): Configure how customer information is matched, created, and updated between Pipedrive and Xero to keep data consistent and accurate across both platforms.
- [Getting Started](https://docs.cloudify.biz/pipedrive/xero/configuration/getting-started.md): Now that you've installed the app and connected your accounts, learn how to navigate to the settings page and configure how information flows between Pipedrive and Xero.
- [Invoice/Quote Settings](https://docs.cloudify.biz/pipedrive/xero/configuration/invoice-quotes-settings.md): Configure how invoices and quotes are automatically created in Xero based on your Pipedrive pipeline stages, and map the right fields for accurate invoicing.
- [One-click Invoices/Quotes](https://docs.cloudify.biz/pipedrive/xero/configuration/one-click-invoices-quotes.md): Learn how to manually create, manage, split, duplicate, and sync invoices or quotes directly from a Pipedrive deal using the Xero Integration panel.
- [Product Settings](https://docs.cloudify.biz/pipedrive/xero/configuration/product-settings.md): Define how products from Pipedrive are matched with those in Xero, enabling field-based matching or direct connection for accurate product syncing and invoicing.
- [Cloudify Dashboard](https://docs.cloudify.biz/pipedrive/xero/get-the-most-out-of-the-app/cloudify-dashboard.md): The Cloudify Dashboard brings you complete visibility and control over your Pipedrive–Xero integration all in one place.
- [Explore App Features](https://docs.cloudify.biz/pipedrive/xero/get-the-most-out-of-the-app/explore-app-features.md)
- [FAQs - Frequently Asked Questions](https://docs.cloudify.biz/pipedrive/xero/get-the-most-out-of-the-app/faqs-frequently-asked-questions.md)
- [Choose Subscription Plans](https://docs.cloudify.biz/pipedrive/xero/getting-started/choose-subscription-plans.md)
- [Overview](https://docs.cloudify.biz/pipedrive/xero/getting-started/overview.md)
- [Prerequisites](https://docs.cloudify.biz/pipedrive/xero/getting-started/prerequisites.md)
- [Connect Xero Account](https://docs.cloudify.biz/pipedrive/xero/installation/connect-xero-account.md): Step-by-step guide to installing the Cloudify Xero Integration from either the Xero App Store or the Pipedrive Marketplace, and connecting your Xero account.
- [Customer Search Rules](https://docs.cloudify.biz/pipedrive/xero/installation/customer-search-rules.md): Set up Customer Sync Preferences to seamlessly synchronize customer information between Pipedrive and Xero, ensuring data consistency and avoiding duplicate entries.
- [Invoice/Quote Rules](https://docs.cloudify.biz/pipedrive/xero/installation/invoice-quotes-rules.md): Specify how invoices or quotes will be generated in Xero by linking them to your Pipedrive sales pipeline.
- [One Click Invoice Quote](https://docs.cloudify.biz/pipedrive/xero/installation/one-click-invoice-quote.md)
- [Product Search Rules](https://docs.cloudify.biz/pipedrive/xero/installation/product-search-rules.md): Define how products from Pipedrive are matched with items in Xero, enabling field-based matching or direct connection for accurate product syncing and invoicing.
- [Customer Sync Rules](https://docs.cloudify.biz/salesforce/e-conomic/configuration/customer-sync-rules.md)
- [Field Mappings](https://docs.cloudify.biz/salesforce/e-conomic/configuration/field-mappings.md)
- [Getting Started](https://docs.cloudify.biz/salesforce/e-conomic/configuration/getting-started.md)
- [Customer Sync Rules](https://docs.cloudify.biz/salesforce/e-conomic/configuration/how-to-perform-customer-sync.md)
- [Best Practices And Support](https://docs.cloudify.biz/salesforce/e-conomic/get-the-most-out-of-the-app/best-practices-and-support.md)
- [Overview](https://docs.cloudify.biz/salesforce/e-conomic/getting-started/overview.md)
- [Connect Salesforce to Visma e-conomic](https://docs.cloudify.biz/salesforce/e-conomic/installation/connect-salesforce-to-visma-e-conomic.md)
- [Connect Visma e-conomic Account](https://docs.cloudify.biz/salesforce/e-conomic/installation/connect-visma-e-conomic-account.md)
- [Customer Synchronization Rules](https://docs.cloudify.biz/salesforce/e-conomic/installation/customer-synchronization-Rules.md)
- [Customer Sync](https://docs.cloudify.biz/shopify/e-conomic/configuration/customer-sync.md)
- [Getting Started](https://docs.cloudify.biz/shopify/e-conomic/configuration/getting-started.md)
- [Invoice Sync](https://docs.cloudify.biz/shopify/e-conomic/configuration/invoice-sync.md)
- [Journal Entry ](https://docs.cloudify.biz/shopify/e-conomic/configuration/journal-entry.md)
- [Product Sync](https://docs.cloudify.biz/shopify/e-conomic/configuration/product-sync.md)
- [Common Shopify Economic Errors & Fixes](https://docs.cloudify.biz/shopify/e-conomic/get-the-most-out-of-the-app/common-shopify-economic-errors--fixes.md)
- [Explore App Features](https://docs.cloudify.biz/shopify/e-conomic/get-the-most-out-of-the-app/explore-app-features.md)
- [FAQs Frequently Asked Questions](https://docs.cloudify.biz/shopify/e-conomic/get-the-most-out-of-the-app/frequently-asked-questions.md)
- [Choose Your Subscription Plans](https://docs.cloudify.biz/shopify/e-conomic/getting-started/choose-your-subscription-plans.md)
- [Overview](https://docs.cloudify.biz/shopify/e-conomic/getting-started/overview.md)
- [Prerequisites](https://docs.cloudify.biz/shopify/e-conomic/getting-started/prerequisites.md)
- [Installation Steps](https://docs.cloudify.biz/shopify/e-conomic/installation/installation-steps.md)
- [Customer Sync Settings](https://docs.cloudify.biz/shopify/fortnox/configuration/customer-sync-settings.md)
- [Getting Started](https://docs.cloudify.biz/shopify/fortnox/configuration/getting-started.md)
- [Invoice Sync Settings](https://docs.cloudify.biz/shopify/fortnox/configuration/invoice-sync-settings.md)
- [Products Sync Settings](https://docs.cloudify.biz/shopify/fortnox/configuration/products-sync-settings.md)
- [Common Shopify Fortnox Errors & Fixes](https://docs.cloudify.biz/shopify/fortnox/get-the-most-out-of-the-app/common-shopify-fortnox-errors--fixes.md)
- [Explore App Features](https://docs.cloudify.biz/shopify/fortnox/get-the-most-out-of-the-app/explore-app-features.md)
- [FAQs Frequently Asked Questions](https://docs.cloudify.biz/shopify/fortnox/get-the-most-out-of-the-app/faqs-frequently-asked-questions.md)
- [Choose Your Subscription Plans](https://docs.cloudify.biz/shopify/fortnox/getting-started/choose-your-subscription-plans.md)
- [Overview](https://docs.cloudify.biz/shopify/fortnox/getting-started/overview.md)
- [Prerequisites](https://docs.cloudify.biz/shopify/fortnox/getting-started/prerequisites.md)
- [Connect Fortnox Account](https://docs.cloudify.biz/shopify/fortnox/installation/connect-fortnox-account.md)
- [Customer Sync Settings](https://docs.cloudify.biz/shopify/xero/configuration/customer-sync-settings.md)
- [Getting Started](https://docs.cloudify.biz/shopify/xero/configuration/getting-started.md)
- [Invoice Sync Settings](https://docs.cloudify.biz/shopify/xero/configuration/invoice-sync-settings.md)
- [Product Sync Settings](https://docs.cloudify.biz/shopify/xero/configuration/product-sync-settings.md)
- [Common Shopify Xero Errors & Fixes](https://docs.cloudify.biz/shopify/xero/get-the-most-out-of-the-app/common-shopify-xero-errors--fixes.md)
- [Explore App Features](https://docs.cloudify.biz/shopify/xero/get-the-most-out-of-the-app/explore-app-features.md)
- [FAQs - Frequently Asked Questions](https://docs.cloudify.biz/shopify/xero/get-the-most-out-of-the-app/faqs-frequently-asked-questions.md)
- [Choose Your Subscription Plans](https://docs.cloudify.biz/shopify/xero/getting-started/choose-your-subscription-plans.md)
- [Overview](https://docs.cloudify.biz/shopify/xero/getting-started/overview.md)
- [Prerequisites](https://docs.cloudify.biz/shopify/xero/getting-started/prerequisites.md)
- [Connect Xero Account](https://docs.cloudify.biz/shopify/xero/installation/connect-xero-account.md)
- [Customer Sync](https://docs.cloudify.biz/stripe/e-conomic/configuration/customer-sync.md): Configure how Stripe customers are matched to e-conomic customers, how customer numbers are handled, and how customer data is mapped.
- [Getting Started](https://docs.cloudify.biz/stripe/e-conomic/configuration/getting-started.md)
- [Invoice Sync](https://docs.cloudify.biz/stripe/e-conomic/configuration/invoice-sync.md): Configure when Stripe invoices should create invoices or orders in e-conomic, and map invoice data fields correctly.
- [Journal Entries](https://docs.cloudify.biz/stripe/e-conomic/configuration/journal-entries.md): Configure how Stripe payout-related journal entries should be created in e-conomic.
- [Product Sync](https://docs.cloudify.biz/stripe/e-conomic/configuration/product-sync.md): Configure how Stripe products are matched to e-conomic products and choose what should happen when a product is not found.
- [Explore App Features](https://docs.cloudify.biz/stripe/e-conomic/get-the-mostout-of-the-app/explore-app-features.md)
- [FAQs Frequently Asked Questions](https://docs.cloudify.biz/stripe/e-conomic/get-the-mostout-of-the-app/faqs-frequently-asked-questions.md)
- [Overview](https://docs.cloudify.biz/stripe/e-conomic/getting-started/overview.md)
- [Prerequisites](https://docs.cloudify.biz/stripe/e-conomic/getting-started/prerequisites.md)
- [Choose Your Subscription Plans](https://docs.cloudify.biz/stripe/e-conomic/installation/choose-your-subscription-plans.md)
- [Connect Visma e-conomic Account](https://docs.cloudify.biz/stripe/e-conomic/installation/connect-visma-e-conomic-account.md)
- [Customer Synchronization Rules](https://docs.cloudify.biz/stripe/e-conomic/installation/customer-synchronization-rules.md)
- [Invoice Rules](https://docs.cloudify.biz/stripe/e-conomic/installation/invoice-rules.md): Configure when invoices or orders should be created in e-conomic based on the Stripe invoice stage.
- [Product Rules](https://docs.cloudify.biz/stripe/e-conomic/installation/product-rules.md): Configure how Stripe products are matched to e-conomic products and choose what should happen when a product is not found.
- [Contact Settings](https://docs.cloudify.biz/stripe/msbc/configuration/contact-settings.md): Configure how Stripe contacts are matched, created, and mapped in Business Central.
- [Getting Started](https://docs.cloudify.biz/stripe/msbc/configuration/getting-started.md)
- [Invoice Settings](https://docs.cloudify.biz/stripe/msbc/configuration/invoice-settings.md): Configure how Stripe invoice data is matched, when invoices should be created in Business Central, and how invoice fields should be mapped.
- [Best Practices and Support](https://docs.cloudify.biz/stripe/msbc/get-the-most-out-of-the-app/best-practices-and-support.md): Follow recommended setup practices, troubleshoot common issues, and find support options for the Stripe Business Central integration.
- [Faqs Frequently Asked Questions](https://docs.cloudify.biz/stripe/msbc/get-the-most-out-of-the-app/faqs-frequently-asked-questions.md)
- [Overview](https://docs.cloudify.biz/stripe/msbc/getting-started/overview.md)
- [Choose Your Subscription Plans](https://docs.cloudify.biz/stripe/msbc/installation/choose-your-subscription-plans.md)
- [Connect Business Central account ](https://docs.cloudify.biz/stripe/msbc/installation/connect-business-central-account.md): Are you ready to supercharge your webshop to accounting workflow? Our simple process seamlessly connects your Stripe and business central accounts, bringing powerful synchronisation to your fingertips. This integration allows you to effortlessly manage your webshop data and make invoices/orders all…
- [Contact Rules](https://docs.cloudify.biz/stripe/msbc/installation/contact-rules.md)
- [Invoice Rules](https://docs.cloudify.biz/stripe/msbc/installation/invoice-rules.md)

## OpenAPI Specs

- [openapi](https://docs.cloudify.biz/api-reference/openapi.json)